+3.6%
PTY price history and return analytics
+53.4%
-49.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.1% |
| 7D | +4.8% | -2.3% | +7.1% | +5.9% |
| 30D | +5.6% | -5.0% | +10.6% | +8.2% |
| 3M | -2.0% | -4.9% | +2.9% | +0.3% |
| 6M | -3.1% | -1.5% | -1.6% | -2.6% |
| YTD | -3.8% | +8.5% | -12.3% | -8.0% |
| 1Y | -7.8% | +11.4% | -19.2% | -13.0% |
| 3Y | +12.9% | +70.1% | -57.2% | -16.0% |
| All | +3.6% | +53.4% | -49.8% | -20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling